Tata India Consumer Fund vs HDFC Non compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹884 Cr ₹2375 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 12 Jul 2023 28 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57.26%
Expense Ratio 2.31 2
Manager Dhruv Muchhal Sonam Udasi
ISIN Code INF179KC1GR6 INF277K010A2
Exits Load HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Month 3.44% 4.73%
6 Month 7.49% 11.81%
1 Year 25.21% 28.18%
3 Year - 21%
5 Year - 21.57%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 17.19% 26.15%
3 Year - 27.61%
5 Year - 24.61%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
1 Year 41.55% 19.26%
3 Year - 16.34%
5 Year - 15.94%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation - 12.98%
Sharp - 1.06%
Beta - 0.92%
Alpha - -0.37%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth
Name Dhruv Muchhal Sonam Udasi
Total AUM ₹520687 Cr ₹12959 Cr
Fund Manage 40 6
HDFC Non-Cyclical Consumer Fund - Regular (G) Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 9.97 9.1
Small Cap 26.84 31.92
Large Cap 54.01 42.05
Mid Cap 9.18 16.93

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Tata India Consumer Fund-Regular Plan-Growth

Others 1.87 9.1
Consumer Staples 36.26 -
Healthcare 7.05 -
Automobile 8.85 -
Services 17.9 -
Consumer Discretionary 13.05 -
Materials 1.95 -
Capital Goods 2.91 -
Chemicals 1.31 -
Communication 8.85 -
Industrial Products - 2.66
Food Products - 8.7
Household Products - 6.31
Textiles & Apparels - 1.25
Leisure Services - 3.72
Consumer Durables - 18.42
Capital Markets - 1.35
Diversified FMCG - 9.91
Automobiles - 5.84
Agricultural Food & other Products - 4
Retailing - 14.09
Chemicals & Petrochemicals - 1.19
Personal Products - 0.63
Financial Technology (Fintech) - 1.65
Auto Components - 0.94
Beverages - 7.68
Industrial Manufacturing - 1.61
Commercial Services & Supplies - 0.95

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